Filed: 10/31/2025ACC: 0001164478-25-000008
📋 What this filing means
KANAWHA CAPITAL MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 216 equity positions with a total reported market value of $1.45B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
216
Positions
$1.45B
Total AUM (reported)
9.45M
Total Shares
Allocation by class
COM$1.08B74.8%
CAP STK CL A$38.95M2.7%
CL B NEW$37.03M2.6%
CORE S&P500 ETF$35.47M2.5%
CORE S&P MCP ETF$26.08M1.8%
CL A$25.66M1.8%
VAN FTSE DEV MKT$22.29M1.5%
Portfolio Concentration
Top 3$242.66M16.8%
4–10$264.08M18.3%
11–25$339.03M23.5%
Rest$599.31M41.5%
Top 3 weight
16.8%
Top 10 weight
35.1%
Voting Authority Distribution
Total shares with voting rights: 9.45M
Sole
Full voting authority
9.44M
shares
% of voting shares99.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
7.25K
shares
% of voting shares0.1%
Investment Discretion (by position count)
Sole216
Shared0
Other0
Dominant voting typeSole · 99.9% of voting shares
Institutional Holdings216
Rows:
MICROSOFT CORP
SOLEShares204.07K
TypeSH
Market value$105.70M
7.31%
Sole
204.05K
Shared
0.00
None
25.00
APPLE INC
SOLEShares320.25K
TypeSH
Market value$81.55M
5.64%
Sole
319.83K
Shared
0.00
None
425.00
ORACLE CORP
SOLEShares197.04K
TypeSH
Market value$55.41M
3.83%
Sole
196.89K
Shared
0.00
None
150.00
JPMORGAN CHASE & CO.
SOLEShares137.48K
TypeSH
Market value$43.37M
3.00%
Sole
137.48K
Shared
0.00
None
0.00
LOWES COS INC
SOLEShares169.89K
TypeSH
Market value$42.69M
2.95%
Sole
169.80K
Shared
0.00
None
90.00
ALPHABET INC
SOLEShares160.23K
TypeSH
Market value$38.95M
2.70%
Sole
160.09K
Shared
0.00
None
140.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares73.66K
TypeSH
Market value$37.03M
2.56%
Sole
73.66K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares53K
TypeSH
Market value$35.47M
2.45%
Sole
53K
Shared
0.00
None
0.00
AUTOMATIC DATA PROCESSING IN
SOLEShares113.88K
TypeSH
Market value$33.42M
2.31%
Sole
113.70K
Shared
0.00
None
180.00
ABBVIE INC
SOLEShares143.10K
TypeSH
Market value$33.13M
2.29%
Sole
143.10K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares171.94K
TypeSH
Market value$28.77M
1.99%
Sole
171.69K
Shared
0.00
None
250.00
PROCTER AND GAMBLE CO
SOLEShares181.52K
TypeSH
Market value$27.89M
1.93%
Sole
181.27K
Shared
0.00
None
250.00
JOHNSON & JOHNSON
SOLEShares148.63K
TypeSH
Market value$27.56M
1.91%
Sole
148.63K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares399.65K
TypeSH
Market value$26.08M
1.80%
Sole
399.65K
Shared
0.00
None
0.00
MCDONALDS CORP
SOLEShares82.26K
TypeSH
Market value$25.00M
1.73%
Sole
82.26K
Shared
0.00
None
0.00
ABBOTT LABS
SOLEShares176.26K
TypeSH
Market value$23.61M
1.63%
Sole
176.26K
Shared
0.00
None
0.00
ILLINOIS TOOL WKS INC
SOLEShares88.96K
TypeSH
Market value$23.20M
1.61%
Sole
88.85K
Shared
0.00
None
110.00
VANGUARD TAX-MANAGED FDS
SOLEShares372.07K
TypeSH
Market value$22.29M
1.54%
Sole
372.07K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares309.49K
TypeSH
Market value$21.18M
1.47%
Sole
308.79K
Shared
0.00
None
700.00
AMPHENOL CORP NEW
SOLEShares170.82K
TypeSH
Market value$21.14M
1.46%
Sole
170.82K
Shared
0.00
None
0.00
ECOLAB INC
SOLEShares73.21K
TypeSH
Market value$20.05M
1.39%
Sole
73.21K
Shared
0.00
None
0.00
PARKER-HANNIFIN CORP
SOLEShares24.81K
TypeSH
Market value$18.81M
1.30%
Sole
24.74K
Shared
0.00
None
70.00
INTERNATIONAL BUSINESS MACHS
SOLEShares64.62K
TypeSH
Market value$18.23M
1.26%
Sole
64.52K
Shared
0.00
None
100.00
CHEVRON CORP NEW
SOLEShares113.56K
TypeSH
Market value$17.63M
1.22%
Sole
113.56K
Shared
0.00
None
0.00
PEPSICO INC
SOLEShares125.24K
TypeSH
Market value$17.59M
1.22%
Sole
125.24K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 204.07K | SH | $105.70M 7.31% | 204.05K | 0.00 | 25.00 |
APPLE INCSOLE | COM | 320.25K | SH | $81.55M 5.64% | 319.83K | 0.00 | 425.00 |
ORACLE CORPSOLE | COM | 197.04K | SH | $55.41M 3.83% | 196.89K | 0.00 | 150.00 |
JPMORGAN CHASE & CO.SOLE | COM | 137.48K | SH | $43.37M 3.00% | 137.48K | 0.00 | 0.00 |
LOWES COS INCSOLE | COM | 169.89K | SH | $42.69M 2.95% | 169.80K | 0.00 | 90.00 |
ALPHABET INCSOLE | CAP STK CL A | 160.23K | SH | $38.95M 2.70% | 160.09K | 0.00 | 140.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 73.66K | SH | $37.03M 2.56% | 73.66K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 53K | SH | $35.47M 2.45% | 53K | 0.00 | 0.00 |
AUTOMATIC DATA PROCESSING INSOLE | COM | 113.88K | SH | $33.42M 2.31% | 113.70K | 0.00 | 180.00 |
ABBVIE INCSOLE | COM | 143.10K | SH | $33.13M 2.29% | 143.10K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 171.94K | SH | $28.77M 1.99% | 171.69K | 0.00 | 250.00 |
PROCTER AND GAMBLE COSOLE | COM | 181.52K | SH | $27.89M 1.93% | 181.27K | 0.00 | 250.00 |
JOHNSON & JOHNSONSOLE | COM | 148.63K | SH | $27.56M 1.91% | 148.63K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 399.65K | SH | $26.08M 1.80% | 399.65K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 82.26K | SH | $25.00M 1.73% | 82.26K | 0.00 | 0.00 |
ABBOTT LABSSOLE | COM | 176.26K | SH | $23.61M 1.63% | 176.26K | 0.00 | 0.00 |
ILLINOIS TOOL WKS INCSOLE | COM | 88.96K | SH | $23.20M 1.61% | 88.85K | 0.00 | 110.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 372.07K | SH | $22.29M 1.54% | 372.07K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 309.49K | SH | $21.18M 1.47% | 308.79K | 0.00 | 700.00 |
AMPHENOL CORP NEWSOLE | CL A | 170.82K | SH | $21.14M 1.46% | 170.82K | 0.00 | 0.00 |
ECOLAB INCSOLE | COM | 73.21K | SH | $20.05M 1.39% | 73.21K | 0.00 | 0.00 |
PARKER-HANNIFIN CORPSOLE | COM | 24.81K | SH | $18.81M 1.30% | 24.74K | 0.00 | 70.00 |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 64.62K | SH | $18.23M 1.26% | 64.52K | 0.00 | 100.00 |
CHEVRON CORP NEWSOLE | COM | 113.56K | SH | $17.63M 1.22% | 113.56K | 0.00 | 0.00 |
PEPSICO INCSOLE | COM | 125.24K | SH | $17.59M 1.22% | 125.24K | 0.00 | 0.00 |
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